Jim Cramer’s Portfolio [August 2026] Latest Holdings

Stocks

This page provides an overview of the latest holdings in the Charitable Trust portfolio managed by Jim Cramer of the CNBC Investing Club, as of the end of August 2026. The summary is based on insights from Mad Money broadcasts and the CNBC Investing Club’s free newsletter.

1 Highlights of August 2026

In August 2026, it was confirmed that Micron had been added to Jim Cramer’s Charitable Trust portfolio, while Honeywell Aerospace had been sold and removed from the portfolio.

2. List of Holdings in Jim Cramer’s Charitable Trust (as of the end of August 2026)

2.1 Summarized Version (Last Confirmation Date)

The table below only lists the dates on which holdings were last confirmed through Mad Money or the newsletter.

NameTickerLast Date When the holding is confirmedSource of informationSector/Industry
AlphabetGOOGL8/24/2026Mad MoneyCommunication Services/ Internet Content & Information
AmazonAMZN8/24/2026Mad MoneyConsumer Cyclical/
Internet Retail
AppleAAPL8/11/2026NewsletterTechnology/
Consumer Electronics
BoeingBA8/10/2026NewsletterIndustrials/ 
Aerospace & Defense
BroadcomAVGO8/31/2026NewsletterTechnology/
Semiconductors
Capital OneCOF8/6/2026Mad MoneyFinancial Services/ 
Credit Services
Cardinal HealthCAH8/19/2026NewsletterHealthcare/ Medical Distribution
CorningGLW8/3/2026NewsletterTechnology/ 
Electronic Components
CostcoCOST7/9/2026NewsletterConsumer Defensive/ Discount Stores
CrowdStrikeCRWD8/31/2026NewsletterTechnology/ 
Software – Infrastructure
DoverDOV7/23/2026NewsletterIndustrials/ 
Specialty Industrial Machinery
DuPontDD8/10/2026NewsletterBasic Materials/ 
Specialty Chemicals
EatonETN8/21/2026NewsletterIndustrials/
Specialty Industrial Machinery
Eli LillyLLY8/28/2026NewsletterHealthcare/
Drug Manufacturers – General
FedExFDX7/29/2026NewsletterIndustrials/ Integrated Freight & Logistics
FedEx FreightFDXF7/21/2026Mad MoneyIndustrials/ Integrated Freight & Logistics
GE VernovaGEV8/24/2026Mad MoneyIndustrials/ 
Specialty Industrial Machinery
Goldman SachsGS8/21/2026NewsletterFinancial Services/ 
Capital Markets
Home DepotHD8/20/2026NewsletterConsumer Cyclical/ 
Home Improvement Retail
Honeywell TechnologiesHON8/5/2026NewsletterIndustrials/
Conglomerates
IntelINTC8/11/2026NewsletterTechnology/
Semiconductors
Johnson & JohnsonJNJ8/18/2026NewsletterHealthcare/ Drug Manufactures – General
LindeLIN8/3/2026NewsletterBasic Materials/ Specialty Chemicals
Meta PlatformsMETA8/27/2026NewsletterCommunication Services/ 
Internet Content & Information
MicronMU8/25/2026NewsletterTechnology/
Semiconductors
MicrosoftMSFT8/24/2026Mad MoneyTechnology/
Software – Infrastructure
NvidiaNVDA8/31/2026NewsletterTechnology/
Semiconductors
Palo Alto NetworkPANW8/31/2026NewsletterTechnology/
Software – Infrastructure
Proctor & GamblePG7/28/2026NewsletterConsumer Defensive
Industry/ Household & Personal Products
Qnity ElectronicsQ8/4/2026NewsletterTechnology/ Semiconductor Equipment & Materials
SalesforceCRM8/28/2026Mad MoneyTechnology/ Software – Application
StarbucksSBUX8/24/2026NewsletterConsumer Cyclical/ 
Restaurants
TJX CompanyTJX8/31/2026Mad MoneyConsumer Cyclical/ Apparel Retail
Wells FargoWFC7/21/2026Mad MoneyFinancial Services/ Banks – Diversified

2.2 Detailed version (List of Confirmation Dates)

The table below shows each holding’s most recent confirmation date, as well as all confirmation dates in August 2026.

NameTickerDates confirmed by Mad Money (Note 1)Dates confirmed by the Newsletter (Note 2)Sector/ Industry (Note 3)Special Notes (Note 4)
AlphabetGOOGL8/24/20267/23/2026Communication Services/ Internet Content & InformationFirst confirmed: 1/6/2026 (mentioned on Mad Money & Newsletter

Magnificent Seven
AmazonAMXN
8/3/2026 (Verbal), 8/24/2026
8/10/2026Consumer Cyclical/
Internet Retail
Magnificent Seven
AppleAAPL7/21/2026 (Verbal)8/11/2026Technology/
Consumer Electronics
Magnificent Seven
BoeingBA 7/20/20268/3/2026, 8/10/2026Industrials/ 
Aerospace & Defense
First confirmed: 9/12/2025 Newsletter
BroadcomAVGO8/24/2026 (Verbal)8/26/2026, 8/31/2026Technology/
Semiconductors
First confirmed: 8/24/2023 Mad Money
Capital OneCOF8/6/20267/28/2026Financial Services/ 
Credit Services
First confirmed: 3/18/2023 Newsletter
Cardinal HealthCAH7/1/2026 (Verbal)8/10/2026, 8/11/2026, 8/19/2026Healthcare/ Medical DistributionFirst confirmed: 4/23/2026 Mad Money; (According to 4/28/2026 Newsletter started holding since March 2026)
CorningGLW7/28/2026 (Verbal)8/3/2026Technology/ 
Electronic Components
First confirmed: 10/28/2025 Newsletter
CostcoCOST7/6/2026 (Verbal)7/9/2026Consumer Defensive/ Discount StoresFirst confirmed: 7/10/2025 Mad Money
CrowdStrikeCRWD8/5/2026, 8/6/2026, 8/27/20268/4/2026, 8/5/2026, 8/7/2026, 8/12/2026, 8/17/2026, 8/18/2026, 8/24/2026, 8/26/2026, 8/27/2026, 8/31/2026Technology/ 
Software – Infrastructure
First confirmed: 10/17/2024 Newsletter
DoverDOV2/4/20267/23/2026Industrials/ 
Specialty Industrial Machinery
First confirmed: 7/25/2024 Newsletter
DuPontDD5/8/20268/4/2026, 8/10/2026Basic Materials/ 
Specialty Chemicals
First confirmed: 8/29/2023 Newsletter
EatonETN5/5/2026 (Verbal)8/3/2026, 8/21/2026Industrials/
Specialty Industrial Machinery
First confirmed: 11/16/2023 Newsletter
Eli LillyLLY7/29/20268/5/2026, 8/11/2026, 8/12/2026, 8/18/2026, 8/28/2026Healthcare/
Drug Manufacturers – General
First confirmed: 10/8/2021
FedExFDX7/21/2026 (Verbal)7/29/2026Industrials/ Integrated Freight & LogisticsFirst confirmed: 5/27/2021
Newsletter
FedEx FreightFDXF7/21/2026 (Verbal)7/16/2026Industrials/ Integrated Freight & LogisticsFirst confirmed: 6/12/2021
Newsletter
GE VernovaGEV8/24/20268/21/2026Industrials/ 
Specialty Industrial Machinery
First confirmed: 5/20/2025 Mad Money
Goldman SachsGS8/6/20268/11/2026, 8/17/2026, 8/21/2026Financial Services/ 
Capital Markets
First confirmed: 1/6/2025 Newsletter
Home DepotHD8/18/20268/17/2026, 8/19/2026, 8/20/2026Consumer Cyclical/ 
Home Improvement Retail
First confirmed: 9/9/2024 Newsletter
Honeywell TechnologiesHON
7/27/2026 (Verbal)
8/5/2026Industrials/
Conglomerates
IntelINTC8/5/20268/3/2026, 8/10/2026, 8/11/2026Technology/ SemiconductorsFirst confirmed: 6/11/2023 Newsletter
Johnson & JohnsonJNJ8/13/2026 (Verbal)8/6/2026, 8/12/2026, 8/18/2026Healthcare/ Drug Manufactures – GeneralFirst confirmed: 4/10/2026 Mad Money
LindeLIN6/10/20268/3/2026Basic Materials/ Specialty Chemicals
Meta PlatformsMETA8/24/20268/7/2026, 8/27/2026Communication Services/ 
Internet Content & Information
Magnificent Seven
MicronMU8/17/2026, 8/18/2026, 8/20/2026, 8/24/20268/14/2026, 8/17/2026, 8/19/2026, 8/20/2026, 8/21/2026, 8/24/2026, 8/25/2026Technology/
Semiconductors
First confirmed: 8/14/2026 Newsletter
MicrosoftMSFT
8/3/2026 (Verbal), 8/24/2026
7/31/2026Technology/
Software – Infrastructure
Magnificent Seven
NvidiaNVDA8/5/2026, 8/11/2026 (Verbal), 8/25/2026, 8/27/2026 (Verbal)8/5/2026, 8/11/2026, 8/13/2026, 8/21/2026, 8/24/2026, 8/25/2026, 8/27/2026, 8/31/2026Technology/
Semiconductors
Magnificent Seven
Palo Alto NetworkPANW8/3/2026 (Verbal), 8/5/2026, 8/6/2026, 8/27/20268/4/2026, 8/7/2026, 8/12/2026, 8/17/2026, 8/28/2026, 8/31/2026Technology/
Software – Infrastructure
First confirmed: 2/21/2023 Newsletter
Procter & GamblePG5/11/2026 (VerbAL)7/28/2026Consumer Defensive
Industry/ Household & Personal Products
First confirmed: 12/15/2025 Mad Money
Qnity ElectronicsQ6/18/2026 (Verbal)8/4/2026Technology/ Semiconductor Equipment & MaterialsFirst confirmed: 2/28/2026 Newsletter
SalesforceCRM8/26/2026, 8/27/2026 (Verbal)8/13/2026, 8/25/2026, 8/26/2026, 8/27/2026, 8/28/2026Technology/ Software – Application
StarbucksSBUX7/6/20268/3/2026, 8/19/2026, 8/24/2026Consumer Cyclical/
Restaurants
First confirmed: 9/5/2022 Newsletter
TJX CompanyTJX8/5/20268/5/2026, 8/7/2026, 8/11/2026, 8/17/2026, 8/18/2026, 8/19/2026, 8/21/2026, 8/26/2026, 8/31/2026Consumer Cyclical/ Apparel RetailFirst confirmed: 8/26/2022 Newsletter
Wells FargoWFC7/21/20267/7/2026Financial Services/ Banks – Diversified

(Note 1) The dates listed indicate when the holdings in the Charitable Trust were confirmed in August 2026, or the last date they were confirmed, based on Mad Money broadcasts and CNBC articles. If confirmation was based solely on statements made during a broadcast, it is indicated as “(verbal).”

(Note 2) The dates listed indicate when the holdings were confirmed, or last confirmed, based on the CNBC Investing Club free newsletter.

(Note 3) Sector and industry classifications for each stock follow Yahoo Finance’s classifications.

3. Newly Added Stocks & Sold Stocks

Newly added and sold stocks in Jim Cramer’s Charitable Trust portfolio are summarized chronologically in the article below. Please also review the movements of these additions and sales.

Jim Cramer’s Portfolio Trading Record | Newly Added Stocks & Sold Stocks
This page lists detailed record of Jim Cramer’s Investing Club stocks, based on Mad Money episodes and the free Investing Club Newsletter, including the stocks that Jim Cramer has sold in the past and the stocks that he has added to his portfolio.

4. Notes and Remarks

The above tables were created based on information from CNBC’s Mad Money website and the free newsletter issued by CNBC Investing Club with Jim Cramer. Detailed information on sources and how to read the holdings report is summarized in the article below. Please refer to it if you are interested.

How I Research Jim Cramer’s Charitable Trust Portfolio | Monthly Holdings & Analysis
Discover how I track Jim Cramer’s Charitable Trust portfolio using publicly available sources, including Mad Money episodes and the free CNBC Investing Club newsletter. Learn about my methodology, date-of-confirmation rules, and how to read monthly portfolio reports.

Disclaimer:
This article is for informational purposes only and does not constitute a recommendation to buy or sell any specific securities. All investment decisions should be made at your own risk.

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アメリカ(ニューヨーク)に住み始めて19年目です。株式投資、インターネット活動を通して自宅で安定収入を得ることを目指しています。 ▶ 詳しいプロフィールはこちらから。 ********************** I am a Japanese, residing in the US. I am trying to find a way to earn stable income at home through investments in stocks or other products as well as some sort of internet business. ▶ More detailed profile can be viewed from here.

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