After you receive this post, we will be buying 175 shares of Disney at roughly $170.73. In addition, we will be selling 2,500 shares of Ford at roughly $16.09. Lastly, we will be buying 150 shares of Eli Lilly at roughly $244.78. Following the trades, the Charitable Trust will own 10,000 of Ford, representing 4.03% of the portfolio, 400 shares of Disney, representing 1.71% of the portfolio, and 250 shares of Eli Lilly, representing 1.53% of the portfolio.

As a reminder, we will always wait 45 minutes after we publish a trade alert before executing the trade. By waiting, we presume that Investing Club members will receive a better price in the market than what we do.

Buying more Disney— Here's why:

Now that our trading restrictions in Disney are clear, we will be adding to our position and slightly averaging down our cost basis. Disney shares pulled back last week after analysts at Barclays downgraded their rating on the stock to equal-weight with a lowered price target of $175. The analysts downgraded the stock after becoming more cautious about Disney’s ability to hit its long-term streaming guidance.

We took the other side of the trade in our Investing Club newsletter , arguing that it was way too premature to suggest Disney’s long-term streaming guidance was already out of reach. Management has done nothing but over-deliver on its streaming journey thus far, and if there is one company we have confidence in to create the type of high-quality content necessary to gain and retain subscribers in volume, it is Disney.

Outside of streaming, the recovery in Disney’s theme park, cruise line, and movie theater business also makes this stock a great reopening play. We think theme park attendance will be strong in the coming months now that COVID-19 daily infections in Florida have plummeted, and travel restrictions from the U.K. and Europe are about to be lifted.

There is also a margin expansion story within the parks. Disney management implemented several changes during the pandemic to better manage expenses. Guests are spending more in the parks today compared to 2019 levels too, thanks to new reservation systems, membership programs, experiences, and technologies.

Buying more Eli Lilly — Here's why:

We are also adding to our El Lilly position. We want to be clear that this purchase is not a call on the upcoming earnings report, which is scheduled for tomorrow morning before the opening bell. Instead, it’s about increasing our position size in what we believe is the best of breed name in pharma that has pulled back 10% from its high.

As for our investment thesis, Eli Lilly’s product lineup also has very little loss of exclusivity risk and consistently delivers top-tier growth thanks to its leading diabetes franchise, which is most known for Trulicity. In addition to top-line growth, we like how management has a great track record of expanding margins.

We also see a very attractive combination of recently launched and late-stage assets that should continue to support growth well into the future. Specifically, our focus is on Emgality for migraine, Verzenio in breast cancer, Tirzepatide (a potential blockbuster) in diabetes, LOXO 305, and Mirikizumab for ulcerative colitis.

And, of course, Eli Lilly’s Alzheimer’s pipeline has the potential to be transformational if successful. Donanemab is the treatment of focus, and on our radar is an accelerated approval filing before year-end and the potential for a second-half 2022 launch. Not only do we believe Eli Lilly’s Alzheimer’s treatment will prove to be superior to Biogen’s Aduhelm, but we also think Lilly will execute the launch far better than what Biogen had to date.

Trimming Ford — Here's why:

Funding our two purchases is the right-sizing of our position in Ford, which entered the day as the largest position in the portfolio. In our newsletter article from last Thursday, we said the time had come to sell Ford following the back-to-back days of positive analyst activity and run to a new 52-week high.

Even though we agreed with the long-term thinking of the analyst calls, we thought it was prudent to capitalize on the cluster of positive analyst activity by selling into strength. Our concern was that sentiment in Ford became too positive ahead of earnings, making expectations lofty into the print.

In addition, this trim is about right-sizing the position. Entering today, Ford represented the largest position in the charitable trust at about 5.1%. It earned this distinction because it has been such a significant outperformer year to date, gaining 83% compared to the 21% move in the S&P 500.

After this incredible run, we think it is only prudent to right-size the position, meaning reduce the weighting to a level that is in line with other positions that carry a similar risk/reward profile and free up cash for new opportunities.

Despite our updated view on Ford the stock, we remain huge believers in the turnaround orchestrated by CEO Jim Farley and how he has made Ford a much more profitable company with an exciting electric vehicle future. Through this sale, we will realize a fantastic gain of about 75% on stock purchased in late November 2020.

The CNBC Investing Club is now the official home to my Charitable Trust. It’s the place where you can see every move we make for the portfolio and get my market insight before anyone else. The Charitable Trust and my writings are no longer affiliated with Action Alerts Plus in any way.

As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Typically, Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If the trade alert is sent pre-market, Jim waits 5 minutes after the market opens before executing the trade. If the trade alert is issued with less than 45 minutes in the trading day, Jim executes the trade 5 minutes before the market closes. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

(Jim Cramer's Charitable Trust is long DIS, LLY, F.)