Retail traders dump $338 million in stocks in biggest selling day since 2020
Published . Updated .
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Retail investors are dumping US stocks at a pace not seen since the onset of the COVID-19 pandemic, breaking with their typical market-down-day habit of "buying the dip."
Directly affected
- No company is named in this report.
Indirectly affected
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds retailers. Linked by “retail” (retail and consumer goods) in this story.
- XLY Consumer Discretionary Select Sector SPDR+5.7% 30d
Consumer Discretionary Select Sector SPDR: it holds retailers. Linked by “retail” (retail and consumer goods) in this story.
- WMT Walmart+20.2% 30d
Walmart (variety stores): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story.
- AMZN Amazon.com+6.7% 30d
Amazon.com (catalog and mail-order houses): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story.
- COST Costco Wholesale+16.7% 30d
Costco Wholesale (variety stores): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story.
- TGT Target-1.0% 30d
Target (variety stores): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XRT | -2.55% | -2.49% | base | -1.09% | after close | after close | after close |
| XLY | -1.93% | -0.26% | base | +0.55% | after close | after close | after close |
| WMT | -3.29% | -2.27% | base | -1.15% | after close | after close | after close |
| AMZN | -7.79% | -3.81% | base | +0.33% | after close | after close | after close |
| COST | -5.04% | -4.40% | base | -0.45% | after close | after close | after close |
| TGT | -2.35% | -2.21% | base | +0.57% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Retail traders dump $338 million in stocks in biggest selling day since 2020 Yahoo Finance
Source: Yahoo Finance
This story
| Company | When | Move | Status |
|---|---|---|---|
| AMZN | that day | +0.33% | still updating |
| AMZN | three days earlier | -3.81% | final price |
| AMZN | five days earlier | -7.79% | final price |
| COST | that day | -0.45% | still updating |
| COST | three days earlier | -4.40% | final price |
| COST | five days earlier | -5.04% | final price |
| TGT | that day | +0.57% | still updating |
| TGT | three days earlier | -2.21% | final price |
| TGT | five days earlier | -2.35% | final price |
| WMT | that day | -1.15% | still updating |
| WMT | three days earlier | -2.27% | final price |
| WMT | five days earlier | -3.29% | final price |
| XLY | that day | +0.55% | still updating |
| XLY | three days earlier | -0.26% | final price |
| XLY | five days earlier | -1.93% | final price |
| XRT | that day | -1.09% | still updating |
| XRT | three days earlier | -2.49% | final price |
| XRT | five days earlier | -2.55% | final price |
Congressional trades in the stocks in this story
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 35 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 39 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN), worth $15,001 - $50,000 on 27 Oct 2026. That is 10 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN) (held by a spouse), worth $100,001 - $250,000 on 2 Oct 2026. That is 35 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Amazon Com (AMZN) (held by a spouse), worth $1,001 - $15,000 on 28 Aug 2026. That is 70 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Pete Sessions sold Costco Wholesale (COST), worth $100,001 - $250,000 on 13 Oct 2026. That is 24 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Costco Wholesale (COST) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 35 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Target (TGT) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 63 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100Price not final
“Retail traders dump $338 million in stocks in biggest selling day since 2020” scores 12 out of 100. The score uses 1 sources. The price is not final yet.