Except that AAPL and others will almost certainly have rolling hedges and be essentially unaffacted by this move until they purchase new stock for payment after

Except that AAPL and others will almost certainly have rolling hedges and be essentially unaffacted by this move until they purchase new stock for payment after hedge horizon and/or larger than the hedge size (unlikely since demand will have contracted). This is therefore most likely simply a decision by AAPL not to want to sell product "off market" even if their margins would be safe, or a pure treasury profit directive (benefiting from their hedges directly and not using them to subsidise Russian purchasers).