We sell 165 shares of Best Buy for about $86 each. After trading on Wednesday, Jim Cramer's Charitable Trust will own 600 BBY shares, reducing its weighting to about 1.5% from 1.9%. Best Buy shares have fallen steadily since October amid concerns about electronic retail sales and the possibility of higher tariffs on Chinese goods under the new administration of President-elect Donald Trump. There's also a real estate component to Best Buy's business, which needs a surge in housing sales to boost sales of big-ticket items like appliances and home entertainment systems. As mortgage rates rose despite Federal Reserve rate cuts, we reduced our position when Best Buy was trading at around $90 per share in late October. BBY YTD Berg Best Buy YTD On Wednesday, however, we're selling some Best Buy shares for a different reason: discipline. We don't want to break our discipline of turning a hard-earned win into a loss. Some of the problems Best Buy is facing, like stubborn mortgages and artificial intelligence PCs that are unlikely to sell as well as originally hoped, could be temporary. However, we can't risk our profits if same-store sales see a rebound next Tuesday when the company reports its earnings. For this reason, we are reducing our position even further and securing an average profit of around 8% on the shares purchased in early 2024. One more thing. If there's one trend emerging so far this retail earnings season, it's that the giants — including Walmart and club names Amazon and Costco — are winning and capturing massive market share. Target's third-quarter profit miss is a story of stock losses, and the stock was punished with a loss of more than 20% on Wednesday. Not everything is subject to disruption, such as the off-price retailer and club holding TJX Companies or a specialty retailer in Williams-Sonoma. But we have to acknowledge that Best Buy competes with the big three in electronics. (Jim Cramer's Charitable Trust is Long BBY, AMZN, COST, TJX. See a full list of stocks here.) As a subscriber to CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable foundation's portfolio. If Jim discussed a stock on CNBC television, he waits 72 hours after the trade alert is issued before executing the trade. THE INVESTING CLUB INFORMATION SET FORTH ABOVE IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY, ALONG WITH OUR DISCLAIMER. THERE ARE NO fiduciary duty or duty IN RECEIVING YOUR INFORMATION PROVIDED IN CONNECTION WITH THE INVESTMENT CLUB. NO SPECIFIC RESULTS OR PROFITS ARE GUARANTEED.